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McDonald Partners’s Procter & Gamble PG Stock Holding History

McDonald Partners’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$669K Buy
4,562
+590
+15% +$85.9K 0.16% 132
2026
Q1 		$574K Buy
3,972
+16
+0.4% +$2.43K 0.14% 130
2025
Q4 		$567K Sell
3,956
-2,323
-37% -$343K 0.18% 120
2025
Q3 		$965K Sell
6,279
-4,901
-44% -$765K 0.29% 86
2025
Q2 		$1.79M Sell
11,180
-169
-1% -$27.6K 0.43% 69
2025
Q1 		$1.94M Buy
11,349
+458
+4% +$76.7K 0.51% 58
2024
Q4 		$1.83M Buy
10,891
+48
+0.4% +$8.18K 0.47% 61
2024
Q3 		$1.88M Buy
10,843
+327
+3% +$55.5K 0.47% 62
2024
Q2 		$1.73M Buy
10,516
+218
+2% +$35.6K 0.46% 61
2024
Q1 		$1.67M Sell
10,298
-46
-0.4% -$7.21K 0.46% 65
2023
Q4 		$1.52M Buy
10,344
+119
+1% +$17.6K 0.45% 66
2023
Q3 		$1.49M Sell
10,225
-1,948
-16% -$298K 0.49% 60
2023
Q2 		$1.85M Sell
12,173
-795
-6% -$120K 0.56% 48
2023
Q1 		$1.93M Sell
12,968
-551
-4% -$78.8K 0.62% 45
2022
Q4 		$2.05M Buy
13,519
+957
+8% +$134K 0.7% 39
2022
Q3 		$1.59M Sell
12,562
-842
-6% -$120K 0.61% 48
2022
Q2 		$1.93M Sell
13,404
-715
-5% -$107K 0.49% 54
2022
Q1 		$2.16M Buy
14,119
+2,419
+21% +$378K 0.47% 59
2021
Q4 		$1.91M Sell
11,700
-2,401
-17% -$356K 1.77% 19
2021
Q3 		$1.97M Sell
14,101
-156
-1% -$22.1K 0.46% 60
2021
Q2 		$1.92M Buy
14,257
+187
+1% +$25.3K 0.45% 62
2021
Q1 		$1.91M Sell
14,070
-977
-6% -$127K 0.49% 60
2020
Q4 		$2.09M Buy
+15,047
New +$2.1M 0.59% 47

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

McDonald Partners's PG Position: Q2 2026 in Review

McDonald Partners increased its Procter & Gamble (PG) stake by 15% in Q2 2026, buying an estimated $85.9K and bringing the position to 4,562 shares worth $669K. The position accounts for 0.16% of the portfolio, ranked #132.

McDonald Partners first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.16M in Q1 2022. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • McDonald Partners held 4,562 shares of Procter & Gamble worth $669K as of Q2 2026.
  • McDonald Partners bought 590 Procter & Gamble shares in Q2 2026, an estimated $85.9K.
  • Procter & Gamble made up 0.16% of McDonald Partners's portfolio in Q2 2026, its #132 holding.
  • McDonald Partners first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • McDonald Partners's Procter & Gamble position peaked at $2.16M in Q1 2022.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.